Tech industry
Tech industry

Tech industry

Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner

3 hours ago

Super Micro Risks S&P 500 Removal. Here's the Stock to Replace It

Super Micro Computer shares fell 33% after charges against executives for smuggling Nvidia chips to China, raising governance concerns.

more#super-micro-computer

Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner

Super Micro Computer's stock dropped 27% after federal charges against associates for smuggling AI servers to China, highlighting governance risks.

fromwww.businessinsider.com

6 hours ago

Actually, Mark Zuckerberg didn't burn $80 billion on the metaverse

Meta continues to invest in Reality Labs despite significant losses, focusing on hardware development beyond the metaverse concept.

fromThe Motley Fool

6 hours ago

Prediction: Oracle Will Be Worth More Than Meta by 2028. Here's Why. | The Motley Fool

Meta Platforms and Oracle are leveraging AI for growth in advertising and cloud computing, respectively.

Exclusive: The best AI investment might be in energy tech | TechCrunch

Venture capitalists are increasingly investing in AI startups, but energy solutions for data centers may present a more strategic opportunity.

Windows users are angry, and Microsoft is finally doing something about it

Microsoft acknowledges Windows 11 complaints and promises significant changes based on user feedback.

Tech industry

Microsoft will yank Copilot from some Windows apps and let you move the taskbar again

Microsoft plans significant changes to Windows 11 based on user feedback, focusing on AI integration, taskbar customization, and improved performance.

20 hours ago

Windows users are angry, and Microsoft is finally doing something about it

Microsoft acknowledges Windows 11 complaints and promises significant changes based on user feedback.

Microsoft will yank Copilot from some Windows apps and let you move the taskbar again

Microsoft plans significant changes to Windows 11 based on user feedback, focusing on AI integration, taskbar customization, and improved performance.

This is Microsoft's plan to fix Windows 11

Microsoft is committed to improving Windows 11's performance, reliability, and user experience following recent trust issues and user feedback.

fromThe Verge

OpenAI is planning a desktop 'superapp'

OpenAI is consolidating ChatGPT, Codex, and Atlas into a single desktop superapp to reduce fragmentation and improve product quality while competing with Anthropic.

NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,

NVIDIA's revenue growth is accelerating, driven by strong demand in AI infrastructure and significant partnerships.

Nvidia and Amazon sign major chip deal for AI infrastructure

Nvidia will supply Amazon Web Services with one million AI chips and infrastructure through 2027, enhancing AWS's AI processing capabilities.

20 hours ago

Gamers Hate Nvidia's DLSS 5. Developers Aren't Crazy About It Either

Nvidia CEO Jensen Huang insists gamers are wrong about DLSS, while developers express concerns over its one-size-fits-all approach.

Engadget Podcast: Why does everyone hate NVIDIA's DLSS 5 AI upscaling?

NVIDIA's DLSS 5 aims for photorealistic gaming but faces backlash from gamers due to significant changes from previous versions.

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet | TechCrunch

Nvidia projects $1 trillion in AI chip sales by 2027, emphasizing the need for an 'OpenClaw strategy' across various industries.

NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,

NVIDIA's revenue growth is accelerating, driven by strong demand in AI infrastructure and significant partnerships.

Nvidia and Amazon sign major chip deal for AI infrastructure

Nvidia will supply Amazon Web Services with one million AI chips and infrastructure through 2027, enhancing AWS's AI processing capabilities.

20 hours ago

Gamers Hate Nvidia's DLSS 5. Developers Aren't Crazy About It Either

Nvidia CEO Jensen Huang insists gamers are wrong about DLSS, while developers express concerns over its one-size-fits-all approach.

Engadget Podcast: Why does everyone hate NVIDIA's DLSS 5 AI upscaling?

NVIDIA's DLSS 5 aims for photorealistic gaming but faces backlash from gamers due to significant changes from previous versions.

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet | TechCrunch

Nvidia projects $1 trillion in AI chip sales by 2027, emphasizing the need for an 'OpenClaw strategy' across various industries.

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.

fromSlate Magazine

The Most Powerful Tech Oligarch in America May Be Losing His Grip

Larry Ellison's business moves appear strong but are underpinned by risky debt and uncertain international investments.

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.

fromFast Company

23 hours ago

Crypto.com CEO is the latest boss to blame AI as he lays off 12% of staff

Companies that do not make this pivot immediately will fail. Companies that move slowly will be left behind.

Tech industry

16 hours ago

Elon Musk misled Twitter investors while trying to get out of acquisition, jury says | TechCrunch

Elon Musk misled Twitter investors regarding his acquisition intentions, leading to a jury ruling against him for causing stock price declines.

#meta-metaverse-shutdown

Meta Platforms Slips: Shutting Down Its VR Metaverse While Doubling Down on AI

Meta abandons its metaverse platform to pivot toward AI infrastructure and glasses products, increasing capital expenditures to $115-$135 billion in 2026 while maintaining its $200.97 billion advertising business.

Meta Platforms Slips: Shutting Down Its VR Metaverse While Doubling Down on AI

Meta Platforms Slips: Shutting Down Its VR Metaverse While Doubling Down on AI

more#meta-metaverse-shutdown

Meta Platforms Slips: Shutting Down Its VR Metaverse While Doubling Down on AI

Your next car night need 300GB of RAM, and so will robots

Micron Technology projects sustained growth driven by AI demand, with autonomous vehicles and humanoid robots requiring 300+ gigabytes of DRAM, while the company tripled revenue year-over-year to $23.86 billion in Q2 2026.

AI's memory chip shortage is quietly taxing the entire economy | Fortune

AI demand for high-bandwidth memory chips is driving up consumer electronics prices globally by diverting production capacity from commodity memory chips.

A closer look at Nvidia's Groq-powered LPX rack systems

Nvidia acquired Groq for $20 billion primarily to accelerate time-to-market for SRAM-heavy inference chips rather than develop the technology independently, enabling faster token generation for AI reasoning workloads.

Meta decides not to shut down Horizon Worlds on VR after all | TechCrunch

Meta reversed its decision to shut down VR support for Horizon Worlds after user backlash, keeping the app functional on Quest headsets despite the metaverse's commercial failure.

fromKotaku

#microsoft-openai-dispute

Nvidia's Loathed DLSS 5 AI Is Getting Slaughtered On YouTube

Nvidia's DLSS 5 upscaling technology sparked massive backlash due to its AI-driven visual processing that overrides game art direction, receiving 84% dislikes on YouTube.

fromFuturism

Grab Your Betrayal-Themed Popcorn Buckets, Because Microsoft Is Threatening to Sue OpenAI

Microsoft is considering suing OpenAI over a $50 billion deal to offer OpenAI's Frontier model on Amazon Web Services, claiming it violates their exclusivity agreement requiring all API calls route through Microsoft Azure.

Microsoft is considering legal action against OpenAI and Amazon

Microsoft threatens legal action against OpenAI and Amazon over a $50 billion AWS deal that allegedly violates Microsoft's exclusive cloud provider agreement with OpenAI.

fromFuturism

Grab Your Betrayal-Themed Popcorn Buckets, Because Microsoft Is Threatening to Sue OpenAI

more#microsoft-openai-dispute

Microsoft is considering legal action against OpenAI and Amazon

Microsoft threatens legal action against OpenAI and Amazon over a $50 billion AWS deal that allegedly violates Microsoft's exclusive cloud provider agreement with OpenAI.

Micron Slips 4%: NVIDIA's HBM Supplier Just Posted Record Results, So Why Is It Falling?

Micron Technology stock declined 4% despite posting record earnings and exceptional guidance, exemplifying a 'sell the news' market reaction after significant year-to-date gains already priced in expectations.

fromInfoWorld

OpenAI's $50B AWS deal puts its Microsoft alliance to the test

Microsoft is considering legal action against OpenAI and Amazon over a $50 billion AWS deal that may violate OpenAI's existing Azure exclusivity partnership.

fromThe Verge

Lina Khan was right about the metaverse

Meta's acquisition of VR fitness game Supernatural and subsequent shutdown demonstrates why antitrust enforcement matters for protecting communities and competition in emerging technologies.

Meta isn't shutting down its VR metaverse after all

Meta reverses its shutdown of Horizon Worlds VR, committing to support existing games for the foreseeable future while shifting metaverse focus to mobile and AI.

Meta Will Keep Horizon Worlds Alive in VR 'for the Foreseeable Future'

Meta reversed its decision to shut down Horizon Worlds in VR, keeping the platform operational for existing games after user feedback, while discontinuing new content creation and major investments.

fromArs Technica

Tech industry

At the last minute, Meta decides not to kill Horizon Worlds VR after all

Meta isn't shutting down its VR metaverse after all

Meta reverses its shutdown of Horizon Worlds VR, committing to support existing games for the foreseeable future while shifting metaverse focus to mobile and AI.

Meta Will Keep Horizon Worlds Alive in VR 'for the Foreseeable Future'

Meta reversed its decision to shut down Horizon Worlds in VR, keeping the platform operational for existing games after user feedback, while discontinuing new content creation and major investments.

fromArs Technica

Tech industry

At the last minute, Meta decides not to kill Horizon Worlds VR after all

more#meta-horizon-worlds

fromTechRepublic

Nvidia Launches Space-Ready AI Platforms for Orbital Data Centers

Nvidia launched space-based computing platforms designed to process AI workloads in orbital data centers, addressing Earth's energy constraints through satellite-based infrastructure.

fromTelecompetitor

Edge AI partnership news from NVIDIA, AT&T, Cisco, T-Mobile, and Nokia

AT&T, Cisco, and NVIDIA, plus T-Mobile, Nokia, and NVIDIA are collaborating to deploy edge AI platforms enabling real-time decision-making across distributed networks with zero-trust security.

How Lumen Technologies is using AI to help cut $1 billion in network costs | Fortune

Jim Fowler joined Lumen Technologies as chief technology and product officer to lead AI-driven network optimization targeting $1 billion in annualized savings by 2027.

Nvidia is quietly building a multibillion-dollar behemoth to rival its chips business | TechCrunch

Nvidia's networking division, grown from a 2020 acquisition, has become the company's second-largest revenue driver with $31 billion annual revenue, surpassing Cisco's networking business despite receiving minimal market attention.

fromTNW | Business

GlobalComix raises $13M, acquires INKR, and appoints new CEO

GlobalComix secures $13 million funding and acquires INKR to build AI-powered infrastructure for translating and distributing manga globally at scale.

Storage vendors orbit the Nvidia sun at GTC

Storage vendors are integrating Nvidia GPU support and AI infrastructure capabilities to align with enterprise AI deployment needs.

"A bend in the trajectory": U.S. data center development has hit snags because the power grid is approaching its limits to support them | Fortune

Data center development slowed significantly in Q4 2025, with capacity additions dropping 50% quarter-over-quarter, signaling that unlimited AI-driven growth projections may not materialize due to power infrastructure constraints.

Alibaba Cloud lifts prices, blames AI and hardware costs

Alibaba Cloud increases prices by up to 34 percent for GPU instances and accelerators, citing rising hardware costs and global AI demand surge.

fromMashable

Is X down? Thousands of users report outage.

X experienced a widespread outage on Wednesday morning affecting thousands of users, with over 33,000 error reports recorded on DownDetector by mid-morning.

Samsung and AMD strengthen collaboration on HBM4 for AI chips

Samsung and AMD expand collaboration to supply HBM4 memory for MI455X accelerators, DDR5 for EPYC processors, and explore foundry partnership for next-generation products.

#ai-infrastructure

fromGSMArena.com

Tech industry

AMD buys HBM4 from Samsung for AI data centers

Tech industry

Nvidia wants to own your AI data center from end to end

Tech industry

Cisco and Nvidia lower barrier to secure, full-stack AI infrastructure

fromTechRepublic

Tech industry

Meta Strikes Massive AI Deal with Nebius Worth Up to $27B

Tech industry

Nebius Just Cemented Its Lead as the Premier Neocloud Stock to Buy

Tech industry

Dutch Nebius signs $27 billion deal with Meta

fromGSMArena.com

Tech industry

AMD buys HBM4 from Samsung for AI data centers

Nvidia wants to own your AI data center from end to end

Nvidia expanded its AI infrastructure portfolio with five rack types, including a new LPX inference rack using Groq technology, positioning itself to control all data center processing.

Cisco and Nvidia lower barrier to secure, full-stack AI infrastructure

Cisco and Nvidia expanded the Cisco Secure AI Factory to deliver a complete, integrated, and secure AI stack enabling faster customer adoption of AI infrastructure.

fromTechRepublic

Meta Strikes Massive AI Deal with Nebius Worth Up to $27B

Meta commits up to $27 billion to Nebius for AI infrastructure over five years, including Nvidia's Vera Rubin chips beginning 2027.

Nebius Just Cemented Its Lead as the Premier Neocloud Stock to Buy

Nebius Group's multi-billion-dollar Meta partnership validates its AI infrastructure expansion strategy and establishes it as the leading specialized AI cloud provider despite previous market concerns about excessive capital spending.

Dutch Nebius signs $27 billion deal with Meta

Meta signs $27 billion five-year contract with Dutch company Nebius for AI cloud capacity as part of diversified infrastructure strategy to support massive AI investments.

more#ai-infrastructure

fromFuturism

Sam Altman Thanks Programmers for Their Effort, Says Their Time Is Over

Tech companies are laying off thousands of workers while claiming AI has made them redundant, though the actual cause may be pandemic-era overhiring and corporate bloat.

fromAxios

Nvidia's race to outpace physics

Nvidia CEO projects at least $1 trillion in revenue from newest chips through 2027, though market dominance has declined from 100% to 65% as energy efficiency becomes critical to AI scaling.

fromBusiness Insider

Dell continues to quietly shrink its workforce

Dell has reduced its workforce by 11,000 employees in the past year, marking the third consecutive year of approximately 10% staff reductions, totaling 27% fewer employees since February 2023.

fromTelecompetitor

Comcast and NVIDIA partnering for edge computing AI inference

Comcast and NVIDIA are testing GPU deployment at edge facilities to enable low-latency AI inference for personalized advertising, business services, and gaming applications.

Chip wafer shortage will run through 2030 as AI demand overwhelms supply: SK Hynix chief

Semiconductor memory supply will remain constrained until 2030 due to AI infrastructure demand, with wafer deficits exceeding 20% and rising prices expected for years.

Google's data center power playbook comes into focus | TechCrunch

Google is securing renewable energy capacity for data centers through utility partnerships, combining solar, storage, and clean resources with demand response mechanisms.

System-level 'coopetition': Why Nvidia's DGX Rubin NVL8 runs on Intel Xeon 6

Nvidia's flagship DGX Rubin NVL8 AI systems use Intel Xeon 6 processors as host CPUs to maintain x86 compatibility and meet enterprise deployment requirements.

A gaming CEO asked ChatGPT how to avoid paying a $250 million bonus. It didn't work | Fortune

A Delaware judge ordered Krafton to reverse its removal of Unknown Worlds CEO Ted Gill after finding the company used ChatGPT to engineer his dismissal to avoid a $250 million earn-out bonus payment.

fromKqed

Lawsuit Accusing Elon Musk of Tanking Twitter Share Price Goes to Jury | KQED

A San Francisco jury will decide if Elon Musk committed securities fraud by making misleading statements about Twitter bots before his 2022 acquisition to manipulate stock prices and defraud investors.

fromwww.theguardian.com

What was Doge? How Elon Musk tried to gamify government

Elon Musk's Department of Government Efficiency aimed to modernize federal technology and consolidate databases, but ultimately strengthened state surveillance capacities while viewing empathy as a system vulnerability to eliminate.

fromTelecompetitor

Rise Broadband rebrands to become Rise Internet

Rise Internet represents who we are today and where we're headed. We believe great internet service isn't just about speed or technology. It's about responsiveness, local customer service, honest pricing and a promise to keep improving. Strong internet isn't a luxury utility confined to big city living, it's an essential service that supports work, education, health care and daily life.

Tech industry

Meta Is Reportedly Planning Mass Layoffs That Could Affect 20% of the Company - With 16,000 Jobs At Risk

Meta is planning layoffs affecting approximately 20% of its workforce (16,000 employees) to offset massive AI infrastructure investments exceeding $135 billion.

fromsfist.com

Report: Meta Planning to Lay Off 16,000 Employees In AI-Driven Move to Cut Costs

Meta plans to cut approximately 20% of its 79,000-person workforce to offset massive AI investment costs, potentially affecting nearly 16,000 employees.

6 days ago

Tech industry

Meta reportedly considering layoffs that could affect 20% of the company | TechCrunch

fromEntrepreneur

Meta Is Reportedly Planning Mass Layoffs That Could Affect 20% of the Company - With 16,000 Jobs At Risk

Meta is planning layoffs affecting approximately 20% of its workforce (16,000 employees) to offset massive AI infrastructure investments exceeding $135 billion.

fromsfist.com

Report: Meta Planning to Lay Off 16,000 Employees In AI-Driven Move to Cut Costs

Meta plans to cut approximately 20% of its 79,000-person workforce to offset massive AI investment costs, potentially affecting nearly 16,000 employees.

6 days ago

Meta reportedly considering layoffs that could affect 20% of the company | TechCrunch

Meta is considering layoffs affecting 20% or more of its workforce to offset aggressive AI infrastructure spending and acquisitions.

more#meta-layoffs

fromComputerWeekly.com

SuperMicro takes on server leaders as AMD pushes on-premise AI | Computer Weekly

SuperMicro surpassed Lenovo and HPE to become the second-largest PC server maker globally, driven by AI infrastructure demand and 134% fourth-quarter growth.

HPE offers AI at every scale for Nvidia's Vera Rubin portfolio

HPE offers plug-and-play Nvidia-powered AI solutions designed to integrate seamlessly with existing infrastructure across three customer groups: AI model builders, service providers, and regulated organizations.

Nvidia slaps Groq into new LPX racks for faster AI response

Nvidia integrates Groq's language processing units into Vera Rubin systems to dramatically accelerate LLM inference, enabling hundreds to thousands of tokens per second per user.

fromBusiness Insider

Nvidia sees a $1 trillion opportunity through 2027 - and it's pushing further into a hot AI field

Nvidia unveiled the Groq 3 LPX inference system, integrating Groq technology to accelerate inference workloads by 35 times, shipping in late 2024.

fromThe Verge

Nvidia says China's BYD and Geely will use its robotaxi platform

Nvidia expanded its robotaxi program by partnering with Chinese automakers BYD and Geely to develop Level 4 autonomous vehicles using its Drive Hyperion platform.

fromKotaku

PC Gaming Hardware Maker Calls 2026 'Most Challenging Year Ever' As It Hikes Prices Up To 30 Percent

MSI plans to raise gaming hardware prices by 15-30 percent in 2026 due to DRAM shortages and AI hyperscaler demand for memory components.

fromFast Company

Micron and Sandisk stocks are soaring today, but the stunning memory chip rally could mean bad news for you

Memory chip stocks are rising due to a global RAM shortage driven by massive hardware demands from artificial intelligence data centers.

IDC lowers its PC sales forecast again - and significantly

IDC lowered its 2026 PC market forecast to an 11.3% decline due to memory shortages, rising component prices, and supply chain disruptions expected to persist into 2027.

fromDamco Insurance Offerings - Damco Solutions

InsureEdge - Comprehensive Insurance Software Solution

From Underwriting to Claims, Accelerate Every Workflow with New-Age Insurance Software Solutions

#nasdaq-growth-projections

Nvidia GPU availability near zero, AI compute demand off the charts

GPU availability is near zero, indicating demand from hyperscalers and enterprises far exceeds supply, validated by Nvidia's 73% revenue growth and 75% data center revenue increase.

History Says the Nasdaq Could Soar This Year: 2 Monster Growth Stocks to Buy Now

Technology and consumer discretionary sectors, representing 80% of Nasdaq performance, are projected to advance 33% and 22% respectively, potentially enabling the index to achieve its 21% growth target by year-end, with Nvidia and MercadoLibre positioned as key growth opportunities.

History Says the Nasdaq Could Soar This Year: 2 Monster Growth Stocks to Buy Now

History Says the Nasdaq Could Soar This Year: 2 Monster Growth Stocks to Buy Now

more#nasdaq-growth-projections

History Says the Nasdaq Could Soar This Year: 2 Monster Growth Stocks to Buy Now

fromBusiness Insider

These are the biggest AI chip rivals Nvidia is facing

Nvidia maintains technical dominance in AI hardware, but cloud giants, startups, and international competitors are rapidly developing rival chips, particularly for inference workloads.

Nvidia GTC 2026: What to expect at AI Burning Man

Nvidia acquired Groq's token-generation technology to address performance gaps in AI inference workloads, combining GPU architecture with SRAM-based dataflow systems for improved speed and efficiency.

fromThe Motley Fool

2 Tech Stocks Built to Compound for a Decade | The Motley Fool

Meta Platforms and Netflix are positioned to outperform the market through 2036 due to strong network effects, AI integration, and dominant market positions in their respective sectors.

Microsoft shuffles leadership as Copilot and AI agents reshape its core products

Microsoft replaces retiring EVP Rajesh Jha with four executives including LinkedIn CEO Ryan Roslansky to lead Microsoft 365 and Windows, prioritizing AI and Copilot integration.

6G Is Coming. Here's What to Expect From the Next Generation of Cellular Tech

6G development is underway with expected global deployment by 2030, though early hype mirrors unfulfilled 5G promises of transformative applications.

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.

MacBook Neo proves that Microsoft had the right idea, but the wrong execution

MacBook Neo succeeds where Microsoft's Surface RT failed over a decade ago by combining superior execution, effective branding, and strategic timing to capture an existing consumer demographic.

ARM64 Linux users finally get Chrome date

Google will release Chrome for ARM64 Linux devices in Q2 2026, finally bringing official Chrome support to this platform after years of availability on other ARM64 systems.

HP Enterprise confirms memory shortage will last longer than expected

HPE has direct visibility into memory supply chains in a way that most companies don't. When they say the shortage runs longer than expected, that's not speculation. It's procurement reality. HPE's server segment actually declined 2.7% year over year despite the company being at the center of enterprise AI infrastructure, with memory constraints identified as the reason.

Tech industry

Morgan Stanley sees AI jobs surge in 3 areas related to AI-even though there's not enough revenue yet | Fortune

Typically, headcount growth has been required for revenue growth but AI is changing that relationship. Corporate America is increasingly signaling a decoupling between revenue growth and headcount growth, with executives from companies like Snowflake and Shopify describing how AI tools are allowing them to do more with smaller teams.

Tech industry

fromTNW | Business